Carly Burress is a financial advisor with TIAA-CREF in Columbia, SC, holding Series 63 and Series 65 designations and 11 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing management through model-based and customized portfolios, and also acts as adviser to the TIAA Donor Advised Fund.

Timothy Thomas is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds a Series 66 credential and has previously worked at Mantei & Associates and Belk. In addition to his advisory role, he is involved with Mantei & Associates in a non-investment capacity. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Brian Zarnick is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and Bb&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Marc Coppotelli is a financial advisor with TIAA-CREF in Columbia, SC, holding a Series 66 designation and bringing 40 years of industry experience. His career includes roles at LPL Financial LLC, Lincoln Financial Securities Corporation, and Strategic Wealth Assurance Group prior to joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, serving clients often connected through TIAA-administered employer retirement plans and acting as adviser to a donor-advised fund.

Gabriel Gonzalez is a Series 66-licensed financial advisor with four years of industry experience. He is currently with First Citizens Investor Services, Inc. and has previously worked at Raymond James Financial Services, Monroe Financial Group, and Motive Technologies. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and applies various analyses to allocate portfolios across equities, fixed income, mutual funds, and ETFs.

E Hancock Jr. is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Independent Advisor Alliance, LLC since 2017. Prior to this, he was affiliated with LPL Financial, LLC beginning in 2008. He operates in Columbia, SC. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies and leverages various technology platforms to support client services.

Robert Doebler is a CFP®-certified financial advisor with Truist Advisory Services in Lexington, SC. He has three years of industry experience and has worked at Wells Fargo Bank, Wells Fargo Clearing, J.P. Morgan, Fidelity Investments, and First Citizens BancShares. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Keith Epps is a financial advisor with Centaurus Financial, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Centaurus Financial since 2003. Outside of his advisory role, he serves as an agent for BlueCross BlueShield and Golden Rule Health Insurance, focusing on accident and health insurance sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Anthony Del Priore is a financial advisor with Truist Advisory Services in Columbia, SC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Truist Advisory Services and related Truist entities since 2017, with prior experience at Wells Fargo Advisors from 2009 to 2016. Outside of his advisory work, he serves as a high school wrestling referee. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate platform structure.

Jason Langdale is a CFP® professional with 19 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC since 2017 and also associated with LPL Financial, LLC since 2011. His work includes providing investment advisory services through Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using a network model supported by technology platforms and access to third-party managers.

Ronald Chapman is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with First Citizens Investor Services since 2016 and First Citizens Asset Management since 2012. Outside of his advisory role, he serves as treasurer and member of the nonprofit community service organization Alpha Phi Alpha Fraternity Inc. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process combining fundamental, quantitative, and technical analysis to manage portfolios through various programs, including Unified and Separately Managed Accounts, wrap programs, and automated investing platforms.

Randolph Liggitt is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Holli Milliken is a CFP® professional with 24 years of industry experience, currently affiliated with Truist Advisory Services. Her career includes roles at LPL Financial and First Citizens Asset Management. Milliken holds a Series 66 license and works out of Columbia, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment solutions and utilizes third-party platforms and AI-enhanced research to support its manager selection and oversight processes.

Jamie Lawhorne is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including American Heritage Financial, OneAmerica Securities, and MML Investors Services. He is also the owner of Royalty Financial Strategies, which engages in non-variable insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion through a platform that emphasizes standardized model portfolios and a high client-to-advisor ratio.

David Gilliam III is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Edward Jones, LPL Financial, and Flexion Therapeutics. Gilliam also operates Sage Financial Systems, LLC and serves as an insurance agent through Sage Insurance Partners. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and integrates technology platforms to provide portfolio management and estate-planning services.

Nicholas Shiver is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. His prior roles include positions at Calmwater Advisors, Wallick Investments, Park Avenue Securities, and Guardian Life Insurance Company. He has also been involved with the Roman Catholic Diocese of Charleston. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Vanya Hines is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked within the First Citizens organization since 2018, including a role at First Citizens Asset Management. First Citizens Investor Services provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm’s client process involves personalized assessments and diversified portfolio strategies across equities, fixed income, mutual funds, and ETFs.

Joseph Perritt is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and six years of industry experience. He previously worked with Ameriprise and LPL Financial and has a background that includes roles at the University of South Carolina and coaching for its football team. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines independent advisory representatives with brokerage services provided through LPL Financial and utilizes technology platforms to support comprehensive planning and portfolio management.

Timothy Drawdy II is a financial advisor with Empower Advisory Group in Columbia, SC, holding a Series 66 credential and 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2019 before joining GWFS Equities Inc in 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor count.

Robert Bellamy is a financial advisor with Empower Advisory Group in Columbia, SC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2020 to 2023, as well as a long tenure at TD Waterhouse Investor Services Inc. from 1999 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered within an operational framework tied closely to Empower’s recordkeeping and administrative platforms.